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THU 29 OCT 2026 · 141 new pieces this week

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Select picks in the past month
A16Z
Databricks & the Future of the Firm↗
Databricks' lakehouse and lakebase architecture enable companies to unify data systems and deploy autonomous agents at scale, potentially reshaping…
makers + buildersParul Singh
7 Days to $100M, 5 Days to Free ↗
Decision models—a new AI category that makes bounded choices rather than generating text—launched at $100M revenue in a week, then got replicated for $95 in…
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗
Venture capital is shifting from software to physical technologies as AI collapses software development costs and the SaaS model loses defensibility; the…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Tuesday, 9 December 2025

16 pieces
Insight Partners
How Marketing Evolution is turning bad data into better decisions
Insight Partners
Marketing Evolution Announces New Investment Led by Insight Partners to Power AI-Ready Marketing Data for the Agentic Era
Saastr
How We Use 20+ AI Agents for Marketing & Go-to-Market with SaaStr’s CEO and Chief AI Officer
Lenny's Newsletter
How to spot a top 1% startup early
Fred Wilson
Gen What?
Deconstructor of Fun
Hard Truths About Co-Founders, Capital, and Competition
Lenny's Newsletter
How to spot a 1% startup early
Extantia Capital
Mind the Copper Supply Gap
Akshay Mehra
Thinking Slow, Beyond Slop
Bilal Zuberi
Startup Capital vs. Scaleup Capital: The New Map of Venture Capital
makers + builders · Parul Singh
Momentum
Sequoia
The Abundance Paradox
Sequoia
Partnering with fal: The Generative Media Company
OpenVC.app
How to Model a Venture Capital Fund
Multicoin Capital
Recapping Crypto’s Most Consequential Year
Tomasz Tunguz · Tomasz Tunguz
The AI Value Gap : Where Does the $7,000 Per Seat Go?

Monday, 8 December 2025

24 pieces
Nikunj Kothari
Get Your Hands Dirty
Alfred Lin
Your Imagined Order
Alfred Lin
Your Imagined Order
Jack Arenas
The Cofounder-First Thesis
USV
The Race to Run Businesses Autonomously: Cofounder by The General Intelligence Company of New York.↗AI · Enterprise
USV
The Race to Run Businesses Autonomously: Cofounder by The General Intelligence Company of New York.
Hunter Walk
Does valuation or ownership matter more to a seed VC? Yes.
Hunter Walk
Does valuation or ownership matter more to a seed VC? Yes.
Feld Thoughts · Brad Feld
When Is My Birthday?
Caitlin Bolnick
12.8.25: consensus investing & vulnerability, king making, processing trade
Fika Ventures
Why We Invested in Decisionly: Automating Trust in the Age of AI Fraud
The Micromobility Newsletter · Team M
Want People to Bike? Easy, Just Build More Bike Lanes
Minutes
“Shock Jockey Capitalism”
Earnest Sweat
People As The Platform: Why We’re Still Early In AI
Lenny's Newsletter
This week on How I AI: Which AI model is the best designer? and ChatGPT agent mode, the “little helper” that transformed recruiting
Climate Tech VC
🌎 Ofgem’s £28bn UK grid plan lands #274
Thomas Reiner
AI Direct Hotel Booking: How CRS and PMS Vendors Become the New Gatekeepers
Saastr
Why Your Startup Will Fail, If It Does Fail: The Drama Inside, Not Outside
A16Z
The Cinderella “Glass Slipper” Effect
Sammy Abdullah
What 82 SaaS Earnings Calls Say About AI
Thomas Reiner
Delta Airlines (DAL) - 2025 Morgan Stanley Consumer Conference
Thomas Reiner
American Airlines (AAL) - 2025 Goldman Sachs Industrials Conference
Lenny's Newsletter
ChatGPT agent mode: The “little helper” that transformed recruiting, crafted user personas, and solved parking nightmares | Michal Peled (Honeybook)
The Sociology of Business · Ana Andjelic
Creative systems, not individual stars
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